Give Us A Call
(02) 4933 6888
45 Hunter Street Newcastle
93 Lawes Street East Maitland
8am - 5pm
Monday - Friday

NEWCASTLE & MAITLAND

Expert Financial & Investment Consulting

Financial Planning, Investment Advice, Insurance and Wealth Creation to businesses, families, and individuals in the Newcastle and Maitland areas.

financial planning firm

BOTTRELL WEALTH

Bottrell Wealth Pty Ltd is a professional financial planning firm that provides a variety of services, including Financial Planning services, Investment Advice, Insurance and Wealth Creation to businesses, families, and individuals in the Newcastle and Maitland areas.

newcastle financial planning. newcastle investment advice

delivering quality advice

FINANCIAL PLANNING & RISK PROTECTION

Risk Management & Assurance

You never know when something unexpected can happen. It is important to protect yourself and/or your business, to ensure minimal damage is done. Find out how we can help.

FINANCIAL PLANNING

We can assist you with financial planning. We focus upon three key sectors of financial planning, including retirement planning, superannuation and wealth creation, and investment advisory.

Tax Effective Strategies

Having a financial plan that has proven tax strategies in place not only ensures your future accomplishments, but puts in place a structure that positively affects all aspects of your assets.

Located in Newcastle & Maitland

GET INSURANCE ON YOUR SIDE

Whether for personal or business, having the correct insurance is vital. Make sure your covered.

Life Insurance

The term Life insurance covers the definition of a substitute for an individual’s income if they are to die. Relieve your family with their peace of mind.

INCOME PROTECTION

If you are suddenly unable to work, either via sickness or an accident, Income Protection Insurance is an alternate source of cash flow. Find out your options today.

KEY PERSON PROTECTION

Regardless of the scale of a business, every company has crucial figures that keep your cash flow coming in. Imagine if they left? Get insurance on your side.

organise your income

Number One in Investment Advice

Whether you are looking for financial security, wishing to invest in shares, work toward a steady stream of income, or are planning for retirement – Bottrell Wealth can assist!

Over 20 Years Experience with Businesses

Extensive Experience

Bottrell Wealth has a reputation for delivering quality advice, maintaining strong relationships and offering innovative approaches to make your money work for you. We provide a full range of Financial Planning services, including Investment Advice, Insurance and Wealth Creation, allowing our clients to achieve their business and personal goals.

 

Over 20 Years Experience with Businesses

Extensive Experience

Bottrell Wealth has a reputation for delivering quality advice, maintaining strong relationships and offering innovative approaches to make your money work for you. We provide a full range of Financial Planning services, including Investment Advice, Insurance and Wealth Creation, allowing our clients to achieve their business and personal goals.

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